Advisory Services Network, LLC Purchases in Q2 2025

Advisory Services Network, LLC

  • $5.78 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
MSCI
Msci Inc.

Financial Services
105
+ 11.81%
$506.56 - $576.74 $53.2K - $60.6K
994 $573K
UTG
Reaves Utility Income Fund

Financial Services
28
+ 0.15%
$29.08 - $36.18 $814 - $1.01K
19.2K $694K
TTC
Toro CO

Industrials
1.68K
+ 7.36%
$63.51 - $77.8 $107K - $131K
24.5K $1.73M
BLV
Vanguard Bd Index Fd Inc Long

ETFs
1.13K
+ 14.06%
$66.5 - $71.25 $74.9K - $80.3K
9.14K $635K
AAL
American Airlines Group Inc.

Industrials
6.38K
+ 35.89%
N/A
24.2K $266K
LOGI
Logitech International S.A.

Technology
276
+ 3.55%
$65.57 - $90.16 $18.1K - $24.9K
8.05K $725K
IBDT
Ishares Tr Ibonds Dec 2028 Ter

ETFs
2.67K
+ 27.97%
$24.94 - $25.42 $66.7K - $67.9K
12.2K $310K
RBCAA
Republic Bancorp Inc

Financial Services
3
+ 0.04%
$60.5 - $74.04 $182 - $222
7.32K $535K
MOAT
Vaneck Morningstar Wide Moat E

ETFs
801
+ 30.97%
N/A
3.39K $290K
HIO
Western Asset High Income Opportunity Fund Inc.

Financial Services
17.5K
New
$3.55 - $4.0 $62.1K - $70K
17.5K $69K
TGEN
Tecogen Inc.

Industrials
10K
New
$1.83 - $7.49 $18.3K - $74.9K
10K $68K
VDC
Vanguard Consumer Staples ETF

ETFs
300
+ 2.32%
$204.89 - $224.73 $61.5K - $67.4K
13.2K $2.9M
VFMO
Vanguard Wellington Fd U S Mom

ETFs
163
+ 8.38%
$134.25 - $172.52 $21.9K - $28.1K
2.11K $363K
WTW
Willis Towers Watson PLC

Financial Services
302
+ 37.7%
$295.96 - $337.43 $89.4K - $102K
1.1K $338K
GRNT
Granite Ridge Resources, Inc.
10.6K
New
$4.69 - $6.66 $49.5K - $70.3K
10.6K $67K
TU
Telus Corp

Communication Services
1.83K
+ 8.44%
$13.82 - $16.49 $25.3K - $30.2K
23.6K $378K
DJIA
Global X Fds Dow 30 Covered Ca

ETFs
3.25K
+ 30.74%
$20.13 - $22.17 $65.4K - $72.1K
13.8K $299K
MLKN
Millerknoll, Inc.

Consumer Cyclical
3.22K
+ 27.28%
$15.47 - $19.82 $49.8K - $63.8K
15K $291K
DVN
Devon Energy Corp

Energy
10.8K
+ 21.7%
$26.8 - $37.92 $290K - $410K
60.6K $1.93M
ENB
Enbridge Inc

Energy
5
+ 0.01%
$41.09 - $47.16 $205 - $236
62.6K $2.84M
WEA
Western Asset Premier Bond Fund

Financial Services
8.07K
+ 12.42%
$10.28 - $11.05 $82.9K - $89.1K
73K $792K
JRS
Nuveen Real Estate Income Fund

Financial Services
13.3K
+ 14.92%
$6.92 - $8.3 $92.2K - $111K
103K $798K
MEAR
Blackrock Short Maturity Munic

ETFs
1.23K
+ 17.82%
$49.74 - $50.27 $61.3K - $61.9K
8.15K $409K
ES
Eversource Energy

Utilities
675
+ 5.74%
$54.25 - $65.89 $36.6K - $44.5K
12.4K $791K
VRSK
Verisk Analytics, Inc.

Industrials
85
+ 3.37%
$277.03 - $321.33 $23.5K - $27.3K
2.61K $811K
SIXJ
Aim ETF Prods Tr Allianzim U S
113
+ 0.42%
$27.79 - $32.01 $3.14K - $3.62K
27.3K $873K
IBDU
Ishares Tr Ibonds Dec 2029 Ter

ETFs
2.44K
+ 24.4%
$22.7 - $23.33 $55.3K - $56.9K
12.4K $289K
UBSI
United Bankshares Inc

Financial Services
164
+ 0.54%
$31.5 - $37.32 $5.17K - $6.12K
30.3K $1.1M
HYMB
Spdr Nuveen Bloomberg High Yie

ETFs
2.72K
+ 13.4%
$24.14 - $25.43 $65.7K - $69.2K
23K $570K
OSTK
Overstock.Com, Inc

Consumer Cyclical
2.25K
+ 5.07%
N/A
46.6K $1.19M
PFM
Invesco Exchange Traded Fd Tr

ETFs
597
+ 5.07%
$41.05 - $48.17 $24.5K - $28.8K
12.4K $596K
CHTR
Charter Communications, Inc.

Communication Services
38
+ 3.84%
$321.68 - $427.25 $12.2K - $16.2K
1.03K $420K
FCNCA
First Citizens Bancshares Inc

Financial Services
16
+ 6.9%
$1561.69 - $1966.55 $25K - $31.5K
248 $485K
ZTS
Zoetis Inc.

Healthcare
1.71K
+ 7.02%
$144.41 - $170.3 $247K - $291K
26.1K $4.07M
BSMP
Invesco Bulletshares 2025 Muni

ETFs
2.19K
+ 23.34%
$24.37 - $24.56 $53.5K - $53.9K
11.6K $284K
HAL
Halliburton CO

Energy
12.8K
+ 30.76%
$19.26 - $25.7 $247K - $329K
54.5K $1.11M
CL
Colgate Palmolive CO

Consumer Defensive
2.53K
+ 4.0%
$87.57 - $96.0 $221K - $243K
65.8K $5.98M
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
2.94K
+ 10.54%
$14.97 - $16.79 $44.1K - $49.4K
30.9K $516K
HMC
Honda Motor CO LTD

Consumer Cyclical
329
+ 1.32%
$25.0 - $30.93 $8.23K - $10.2K
25.2K $726K
PRF
Invesco Exchange Traded Fd Tr

ETFs
888
+ 11.43%
$35.77 - $42.27 $31.8K - $37.5K
8.66K $365K
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
839
+ 7.09%
$29.52 - $35.31 $24.8K - $29.6K
12.7K $447K
EMB
Ishares Tr

ETFs
207
+ 1.32%
$86.54 - $92.62 $17.9K - $19.2K
15.9K $1.47M
BRP
Brp Group, Inc.

Financial Services
1.28K
+ 9.75%
N/A
14.4K $575K
MKC
Mccormick & CO Inc

Consumer Defensive
993
+ 25.5%
$71.11 - $82.25 $70.6K - $81.7K
4.89K $370K
SSNC
Ss&C Technologies Holdings Inc

Technology
617
+ 18.24%
$71.96 - $83.42 $44.4K - $51.5K
4K $331K
WCLD
Wisdomtree Tr Cloud Computing

ETFs
461
+ 5.28%
$28.33 - $36.72 $13.1K - $16.9K
9.2K $332K
FYX
First Tr Small Cap Core Alphad

ETFs
310
+ 13.32%
$79.22 - $97.28 $24.6K - $30.2K
2.64K $256K
RF
Regions Financial Corp

Financial Services
702
+ 4.24%
$18.34 - $23.52 $12.9K - $16.5K
17.3K $406K
LUMN
Lumen Technologies, Inc.

Communication Services
4.15K
+ 7.17%
$3.07 - $4.51 $12.7K - $18.7K
62K $271K
Activity Summary
Buys All Purchases 1111 New Holdings 262 Increased Positions 849 Sells All Sells 573 Reductions 573 Sold out 0 Options Calls 0 Puts 0
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